-40.8%
SBAC price history and return analytics
+57.4%
-98.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.1% |
| 7D | +3.0% | +0.4% | +2.6% | +2.7% |
| 30D | +4.3% | -2.6% | +6.9% | +5.8% |
| 3M | +4.1% | -3.2% | +7.4% | +6.2% |
| 6M | -11.6% | +0.9% | -12.6% | -12.6% |
| YTD | +0.4% | +11.3% | -10.9% | -7.2% |
| 1Y | -1.1% | +14.0% | -15.1% | -10.1% |
| 3Y | -7.3% | +75.8% | -83.1% | -42.0% |
| 5Y | -40.8% | +57.8% | -98.6% | -60.2% |
| All | -40.8% | +57.4% | -98.1% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling